Katherine
Tobie
Fortis Group Advisors LLC
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About this Advisor
Katherine Tobie is a financial advisor based out of Holmdel, New Jersey who has 2 years of relevant experience. Tobie is an employee of Fortis Group Advisors LLC. Tobie has gained experience at The Fortis Agency, East Stroudsburg University, Long Island University- Brooklyn, Montclair State University, Roselle Catholic High School, New Jersey Basketball Academy, Lpl Financial LLC and Fortis Group Advisors, LLC. Tobie has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey. Fortis Group Advisors LLC is an advisory firm that has its headquarters in Westwood, NJ. The firm has offices in 12 locations and a total of 42 people on staff. It oversees $748 million in assets between its 4,336 accounts, placing it among the bigger firms in the country by assets under management. The firm advises 11 charities and foundations. Of its 4,336 client accounts, just 7% belong to high-net-worth investors who have more than $1 million in investable assets. Fortis Group Advisors LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees usually are based on which services the firm provides the client. Fees charged by Fortis Group Advisors LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fortis Group Advisors LLC Brokerage Details
$748,229,979
42
4,336
$172,562
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Katherine Tobie Work History
Katherine has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Fortis Group Advisors, LLC
The Fortis Agency
East Stroudsburg University
New Jersey Basketball Academy
Long Island University- Brooklyn
New Jersey Basketball Academy
Montclair State University
Roselle Catholic High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Katherine Tobie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fortis Group Advisors LLC
Holmdel, NJ
Westwood, NJ
Westwood, NJ
Westwood, NJ
Mankato, MN
Westwood, NJ
Westwood, NJ
Westwood, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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